See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,358 | $67,606-52.1% | $82,313-60.7% | $70,131-53.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 14.32% | 21.57%-7.2pp | 25.88%-11.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,028 | $1,755-41.4% | $2,428-57.7% | $2,342-56.1% |
| Participant deferral / active EE | $1,952 | $2,987-34.7% | $3,706-47.3% | $3,332-41.4% |
| Admin fee / account holder | $153 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |